| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.80% |
| $750K - $1.0M | 1.50% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.80% |
The Advisory Fee is negotiable.
Ferndale, MI
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Robert is an advisor at Arnold & Mote Wealth Management, where he works full-time providing financial planning and investment management. He is also the sole owner of The Money QB, where he works a few hours per week as a financial planner/advisor.